The Scenario
A sales manager at a ten-person agency inherited this problem: nobody knows exactly where the pipeline stands. Proposals exist in Bidsketch, but the status across all eighty of them lives only in the Bidsketch UI, not anywhere a manager can sort, filter, or share with the leadership team. Every Monday someone spends an hour clicking through proposals and updating a separate workbook by hand.
That workbook is always a few days out of date by the time anyone reads it.
The bad version:
- Open Bidsketch, navigate to the proposals list, click the first entry, note the client, value, and status in the workbook. Click back. Find the next one.
- Bidsketch paginates at 25 results. After the first worksheet you have to click "Next" and start over, keeping track of where you left off.
- After an hour you have 80 rows in the workbook, but you've already forgotten whether row 23 was already updated or whether you accidentally skipped it.
A workbook that requires this much upkeep stops being a source of truth and becomes a project of its own.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads and writes to the workbook while communicating with Bidsketch through its built-in integration — pulling every proposal and writing the results where you need them, in one operation.
Pull all Bidsketch proposals and create a summary table grouped by status showing count and total value for Draft, Sent, Won, and Lost
What You Get
- Every Bidsketch proposal grouped and summarized — one row per status — with count and total value written into the workbook.
- The full proposal detail is also available: ask for one row per proposal with client name, proposal name, value, and status.
- SheetXAI handles pagination against the Bidsketch API automatically — no clicking "Next" in the UI.
- If any proposal is missing a client name or value, those cells reflect what Bidsketch returned rather than silently filling in a blank.
What If the Data Is Not Quite Ready
You want the full proposal list, not just a grouped summary
Fetch all Bidsketch proposals and write client name, proposal name, total value, and status into columns A through D of my Pipeline worksheet, sorted by status
You want to flag deals that have been in "sent" status for more than 30 days
Pull all Bidsketch proposals into columns A through E (client name, proposal name, value, status, sent date). Then in column F, write "stalled" for any row where status is "sent" and the sent date is more than 30 days ago, and leave column F blank otherwise.
You want a per-client breakdown rather than a per-status one
Fetch all Bidsketch clients and their proposals, then write one row per client to my Summary worksheet showing client name, number of proposals, total Won value, and last proposal date
Pull proposals, flag stalled deals, and summarize everything in one shot
Fetch all Bidsketch proposals into columns A through E (client name, proposal name, value, status, sent date). Flag rows where status is "sent" and sent date is older than 30 days with "stalled" in column F. Then in column H, write a summary: total proposals, total value, count by status, and number of stalled deals.
One prompt covers the pull, the logic, and the summary.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your team tracks deal pipeline, then ask it to fetch all proposals from Bidsketch and write them in. For the next step after you have the data, see the guide on building a win-rate report from Bidsketch, or browse the full Bidsketch integration overview.